台股熱度榜EP25 | AI熄火雙D接棒漲誰是記憶體中的真AI？ | 鮑爾說了什麼，讓市場敢押注9月不升息？ | 回覆網友提問》從本益比解釋為何技嘉還能買

from 財富履行團 · host takeatripgo

一如市場預期，在6月暫停升息後， Fed再度宣布升息1碼，使得基準利率來到5.25%至5.50%區間, 至於9月是否繼續升息，鮑爾是抱持開放的態度，不過，市場已經押注9月將暫停升息。近期盤面焦點AI類股迎來逆風，部分指標類股都出現熄火。可是，「景氣回升有望」的記憶體，以及「獲利轉盈有望」的面板，反而扮演起撐盤要角，相關標的紛紛出現亮眼漲幅。觀眾朋友們是否贊同節目內容的觀點？還有哪些股票是大家看好的？歡迎一起參與節目的製作，並且在底下留言，分析師就有機會在節目中討論！ https://www.youtube.com/@takeatripgo #聯準會升息 #FedWatch #軟著陸 #記憶體 #面板 #AI類股 #雙D #北極星藥業 #生技展 #矽力 #穎崴 #川湖 #華通 #伍豐 #茂達 #嘉澤 #博智 #緯穎 #先進光 #巨有科 #欣興 #南電 #金像電 #元大50反1 #康舒 #技嘉 #愛普 🎤主持：#品樺 🎤來賓：分析師 #高閔漳 ※每週五晚上七點首播 ※節目內容僅供參考，投資人應獨立判斷，審慎評估並自負投資風險 -- Hosting provided by SoundOn

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台股熱度榜EP25 | AI熄火雙D接棒漲誰是記憶體中的真AI？ | 鮑爾說了什麼，讓市場敢押注9月不升息？ | 回覆網友提問》從本益比解釋為何技嘉還能買

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